Level 9
12-07-2019
02:00 AM
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I believe it is the issuer of the 1099R that is causing the problems. They are supposed to be issued with code 2 for a conversion to Roth which of course renders 5329 inactive. Some were issued code 1 and that says "no exception" so naturally 5329 is involved. Seems the box to designate as Roth conversion even if coded 1 must not be working.